Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
CBN
3401
Cadence Bank NA
Texas
$337M +$2.23M +0.7% 220
GFG
3402
Greystone Financial Group
Michigan
$336M -$65.8M -16% 94
PC
3403
Permit Capital
Pennsylvania
$336M +$3.67M +1% 25
SIAP
3404
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$336M -$5.54M -2% 624
ME
3405
McIlrath & Eck
Washington
$336M +$6.85M +2% 857
BRM
3406
Boston Research & Management
Massachusetts
$336M +$6.12M +2% 110
2L
3407
22NW LP
Washington
$336M -$36.4M -10% 34
P
3408
Paradiem
Louisiana
$336M +$13.4M +4% 110
CAM
3409
Covenant Asset Management
New Jersey
$336M +$465K +0.1% 139
BL
3410
BCWM LLC
Kansas
$335M -$3.16M -0.9% 69
FCM
3411
Firsthand Capital Management
California
$335M -$63.9M -16% 64
IA
3412
Insight Advisors
Pennsylvania
$335M +$16M +5% 339
SWIG
3413
Strategic Wealth Investment Group
Kentucky
$335M +$52.5M +19% 94
BSWM
3414
Boston Standard Wealth Management
Massachusetts
$335M +$4.12M +1% 40
Legacy Financial Group (Iowa)
3415
Legacy Financial Group (Iowa)
Iowa
$334M +$3.22M +1% 67
CWS
3416
Cypress Wealth Services
California
$334M -$32.2M -9% 267
AFGI4KRSP
3417
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$334M -$1.1M -0.3% 1
CMI
3418
Clare Market Investments
Texas
$334M +$22.4M +7% 158
AI
3419
ArchPoint Investors
Florida
$334M +$39M +13% 120
CBOR
3420
Community Bank of Raymore
Missouri
$334M +$19.6M +6% 72
E
3421
EnerVest
Texas
$333M -$26.3M -7% 1
ZAM
3422
Zeal Asset Management
Hong Kong
$333M -$105M -24% 9
WHCM
3423
Wolf Hill Capital Management
Connecticut
$333M +$507K +0.2% 36
P8IP
3424
Pier 88 Investment Partners
California
$333M -$14.8M -4% 123
CBFP
3425
Cedar Brook Financial Partners
Ohio
$333M -$13M -4% 381